Creative Planning’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $974K | Sell |
9,865
-233
| -2% | -$25.5K | ﹤0.01% | 2491 |
|
|
2025
Q4 | $1.04M | Buy |
10,098
+1,462
| +17% | +$155K | ﹤0.01% | 2248 |
|
|
2025
Q3 | $957K | Sell |
8,636
-212
| -2% | -$23.3K | ﹤0.01% | 2155 |
|
|
2025
Q2 | $872K | Sell |
8,848
-1,325
| -13% | -$126K | ﹤0.01% | 1974 |
|
|
2025
Q1 | $986K | Buy |
10,173
+164
| +2% | +$17K | ﹤0.01% | 1725 |
|
|
2024
Q4 | $1.05M | Buy |
10,009
+482
| +5% | +$56.5K | ﹤0.01% | 1611 |
|
|
2024
Q3 | $1.19M | Sell |
9,527
-212
| -2% | -$24K | ﹤0.01% | 1396 |
|
|
2024
Q2 | $984K | Sell |
9,739
-2,818
| -22% | -$294K | ﹤0.01% | 1409 |
|
|
2024
Q1 | $1.4M | Buy |
12,557
+3,171
| +34% | +$317K | ﹤0.01% | 1130 |
|
|
2023
Q4 | $898K | Buy |
9,386
+191
| +2% | +$15.5K | ﹤0.01% | 1290 |
|
|
2023
Q3 | $704K | Sell |
9,195
-290
| -3% | -$23.6K | ﹤0.01% | 1338 |
|
|
2023
Q2 | $762K | Buy |
9,485
+191
| +2% | +$13.7K | ﹤0.01% | 1279 |
|
|
2023
Q1 | $630K | Sell |
9,294
-2,414
| -21% | -$161K | ﹤0.01% | 1333 |
|
|
2022
Q4 | $706K | Sell |
11,708
-309
| -3% | -$18.4K | ﹤0.01% | 1224 |
|
|
2022
Q3 | $657K | Buy |
12,017
+296
| +3% | +$18K | ﹤0.01% | 1165 |
|
|
2022
Q2 | $641K | Buy |
11,721
+230
| +2% | +$13.8K | ﹤0.01% | 1180 |
|
|
2022
Q1 | $726K | Buy |
11,491
+2,444
| +27% | +$176K | ﹤0.01% | 1134 |
|
|
2021
Q4 | $776K | Buy |
9,047
+2,220
| +33% | +$178K | ﹤0.01% | 1072 |
|
|
2021
Q3 | $490K | Sell |
6,827
-1
| -0% | -$75 | ﹤0.01% | 1312 |
|
|
2021
Q2 | $500K | Sell |
6,828
-727
| -10% | -$53.7K | ﹤0.01% | 1283 |
|
|
2021
Q1 | $532K | Buy |
7,555
+90
| +1% | +$5.73K | ﹤0.01% | 1399 |
|
|
2020
Q4 | $430K | Buy |
7,465
+636
| +9% | +$35.9K | ﹤0.01% | 1404 |
|
|
2020
Q3 | $368K | Buy |
6,829
+374
| +6% | +$18.9K | ﹤0.01% | 1288 |
|
|
2020
Q2 | $283K | Buy |
+6,455
| New | +$245K | ﹤0.01% | 1346 |
|
|
2020
Q1 | – | Sell |
-5,593
| Closed | -$255K | – | 2105 |
|
|
2019
Q4 | $255K | Buy |
5,593
+129
| +2% | +$5.84K | ﹤0.01% | 1493 |
|
|
2019
Q3 | $241K | Buy |
5,464
+447
| +9% | +$18.8K | ﹤0.01% | 1493 |
|
|
2019
Q2 | $209K | Buy |
+5,017
| New | +$203K | ﹤0.01% | 1595 |
|
|
2018
Q4 | – | Sell |
-6,977
| Closed | -$268K | – | 2129 |
|
|
2018
Q3 | $268K | Hold |
6,977
| – | – | ﹤0.01% | 1475 |
|
|
2018
Q2 | $276K | Sell |
6,977
-4,199
| -38% | -$168K | ﹤0.01% | 1420 |
|
|
2018
Q1 | $456K | Buy |
11,176
+5,829
| +109% | +$251K | ﹤0.01% | 1127 |
|
|
2017
Q4 | $237K | Buy |
+5,347
| New | +$224K | ﹤0.01% | 1493 |
|
|
2017
Q3 | – | Sell |
-3,478
| Closed | -$134K | – | 3741 |
|
|
2017
Q2 | $134K | Buy |
3,478
+511
| +17% | +$19.3K | ﹤0.01% | 1775 |
|
|
2017
Q1 | $110K | Buy |
2,967
+486
| +20% | +$17.3K | ﹤0.01% | 1892 |
|
|
2016
Q4 | $84K | Sell |
2,481
-1,109
| -31% | -$37.2K | ﹤0.01% | 1992 |
|
|
2016
Q3 | $122K | Buy |
3,590
+431
| +14% | +$15.2K | ﹤0.01% | 1714 |
|
|
2016
Q2 | $106K | Sell |
3,159
-294
| -9% | -$9.94K | ﹤0.01% | 1644 |
|
|
2016
Q1 | $117K | Sell |
3,453
-2,621
| -43% | -$81.4K | ﹤0.01% | 1533 |
|
|
2015
Q4 | $208K | Sell |
6,074
-2,513
| -29% | -$89.3K | ﹤0.01% | 1174 |
|
|
2015
Q3 | $294K | Buy |
+8,587
| New | +$315K | ﹤0.01% | 985 |
|
|
2015
Q2 | – | Sell |
-8,498
| Closed | -$313K | – | 3053 |
|
|
2015
Q1 | $313K | Buy |
8,498
+3,482
| +69% | +$123K | ﹤0.01% | 970 |
|
|
2014
Q4 | $171K | Buy |
5,016
+1,690
| +51% | +$53.6K | ﹤0.01% | 1237 |
|
|
2014
Q3 | $98K | Sell |
3,326
-1,262
| -28% | -$39.1K | ﹤0.01% | 1496 |
|
|
2014
Q2 | $150K | Buy |
4,588
+945
| +26% | +$29.9K | ﹤0.01% | 1193 |
|
|
2014
Q1 | $119K | Buy |
3,643
+233
| +7% | +$7.57K | ﹤0.01% | 1293 |
|
|
2013
Q4 | $114K | Sell |
3,410
-1,185
| -26% | -$36.7K | ﹤0.01% | 1130 |
|
|
2013
Q3 | $141K | Buy |
4,595
+1,465
| +47% | +$43.8K | ﹤0.01% | 920 |
|
|
2013
Q2 | $92K | Buy |
+3,130
| New | +$94.8K | ﹤0.01% | 1033 |
|
Other funds holding XHB
MASUI
N